Blog
2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe
Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down… Read More »Blog
Huawei 1H19 Results Strong; Still Growing After Entity List Event
Today, Huawei announced 1H19 results were CNY401.3B, up 23.2% Y/Y. Carrier business 1H19 revenues were CNY146.5B, with 50 commercial 5G contracts and shipments of more than 150,000 base stations. Enterprise 1H19 revenues were CNY31.6B. Consumer Business 1H19 revenues were CNY220.8B, with 118M smartphone units, up 24% Y/Y. The company said… Read More »Blog
Extreme Acquiring The Last Pure-Play Enterprise WLAN Company, Aerohive
Extreme Networks announced plans to acquire Aerohive, which has most of its revenues in Enterprise WLAN. The deal was a surprise, as evidenced by the 40% price premium paid on on HIVE. After this deal closes, Extreme’s WLAN business will be the combination of three WLAN businesses – the traditional… Read More »Blog
400 Gbps – Security is Pivotal as Speeds in the Data Center Move Beyond 100 Gbps
MACSec Helps Pave the Way to End-to-End Data Security As consumers and businesses put more data in the Cloud, the importance of securing that data increases. In just the last year, we have seen advanced threats and attacks by various entities to hack into that data and hyperscalers push back… Read More »Blog
New Data center switches spell new possibilities
Mellanox and Arista May Announcements New Switches & Routers Spell New Possibilities The hyperscale, cloud and hyper converged industry — despite a pause in data center equipment growth in Q1, as we reported last week— saw two major Ethernet product announcements so far this month. Both new platforms, announced by Mellanox… Read More »Blog
open19 summit – The Foundation expects 2019 to be the year of deployments
We attended the Open19 Foundation Summit 2019 in San Jose, CA. The key message of the leadership team of the Foundation was that it expects 2019 to be the year where Open19 systems begin shipping. Yuval Bachar, President of the Foundation explained that there are 8-10 companies that are deploying or… Read More »Blog